SEC 13F Intelligence

Dundas Partners LLP / AMAT

Dundas Partners LLP’s Applied Matls Inc Position

Does Dundas Partners LLP own Applied Matls Inc (AMAT)? Yes — 262.9K shares worth $90M (+7.17% of its 13F portfolio) as of Q1 2026, down from 274.1K shares the prior filed quarter.

Position Value
$90M
Q1 2026
Shares
262.9K
% of Portfolio
+7.17%
Quarters Held
30
currently held

Position History AMAT

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $5MQ2 ’19: $6MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $6MQ3 ’20: $6MQ4 ’20: $11MQ4 ’20Q1 ’21: $15MQ2 ’21: $17MQ3 ’21: $15MQ4 ’21: $16MQ4 ’21Q1 ’22: $24MQ2 ’22: $21MQ3 ’22: $19MQ4 ’22: $22,443Q4 ’22Q1 ’23: $28,749Q2 ’23: $33,830Q3 ’23: $32,405Q4 ’23: $38,421Q4 ’23Q1 ’24: $48,890Q2 ’24: $417Q3 ’24: $54MQ4 ’24: $43MQ4 ’24Q1 ’25: $39MQ2 ’25: $35MQ3 ’25: $57MQ4 ’25: $70MQ4 ’25Q1 ’26: $90Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026262.9K$90M+7.17%
Q4 2025274.1K$70M+4.96%
Q3 2025278.4K$57M+4.02%
Q2 2025112.5K$35M+2.41%
Q1 2025266.2K$39M+2.84%
Q4 2024266.2K$43M+3.04%
Q3 2024266.2K$54M+3.87%
Q2 20242.1K$417+0.03%
Q1 2024237.1K$48,890+3.85%
Q4 2023237.1K$38,421+3.35%
Q3 2023234.1K$32,405+3.19%
Q2 2023234.1K$33,830+3.19%
Q1 2023234.1K$28,749+3.01%
Q4 2022230.5K$22,443+2.44%
Q3 2022230.5K$19M+2.20%
Q2 2022230.5K$21M+2.27%
Q1 2022180.3K$24M+2.16%
Q4 2021118.2K$16M+2.03%
Q3 2021118.2K$15M+2.15%
Q2 2021118.2K$17M+2.44%
Q1 2021113.2K$15M+2.40%
Q4 2020113.2K$11M+1.67%
Q3 2020105.9K$6M+1.26%
Q2 2020105.9K$6M+1.40%
Q1 2020105.9K$5M+1.27%
Q4 2019105.9K$6M+1.46%
Q3 2019105.9K$5M+1.32%
Q2 2019132.5K$6M+1.39%
Q1 2019129.2K$5M+1.25%
Q4 2018129.2K$6M+1.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dundas Partners LLP’s full portfolio or all institutional holders of AMAT.